• Streamlining the process of advice creation

  • May 8 2024
  • Length: 27 mins
  • Podcast
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Streamlining the process of advice creation

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  • Summary

  • In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients.

    Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn’t need to come at the expense of work/life balance.

    Listen as they discuss:

    • The roadblocks to implementing a more streamlined approach to advice.
    • Why advisers should go to their licensees with a plan to simplify their SOAs.
    • How improving the advice profession can make advice more affordable for clients.
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Economics Personal Finance
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